ISHARES TR's ticker is LRGF and the CUSIP is 46434V282. A total of 63 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $106,091 | -51.9% | 2,449 | -50.5% | 0.00% | – |
| Q2 2023 | $220,527 | +13.5% | 4,949 | +5.6% | 0.00% | – |
| Q1 2023 | $194,271 | +5.8% | 4,688 | -0.4% | 0.00% | – |
| Q4 2022 | $183,659 | +4.9% | 4,708 | -2.6% | 0.00% | – |
| Q3 2022 | $175,000 | -7.9% | 4,835 | -3.6% | 0.00% | – |
| Q2 2022 | $190,000 | -11.6% | 5,014 | +3.7% | 0.00% | – |
| Q1 2022 | $215,000 | +85.3% | 4,836 | +93.4% | 0.00% | – |
| Q4 2021 | $116,000 | +176.2% | 2,500 | +82.5% | 0.00% | – |
| Q2 2020 | $42,000 | -45.5% | 1,370 | -53.1% | 0.00% | – |
| Q1 2020 | $77,000 | +32.8% | 2,920 | +72.9% | 0.00% | – |
| Q4 2019 | $58,000 | +163.6% | 1,689 | +150.2% | 0.00% | – |
| Q3 2019 | $22,000 | +4.8% | 675 | +0.4% | 0.00% | – |
| Q2 2019 | $21,000 | -78.8% | 672 | -78.9% | 0.00% | – |
| Q1 2019 | $99,000 | +253.6% | 3,189 | +212.0% | 0.00% | – |
| Q4 2018 | $28,000 | -55.6% | 1,022 | -45.7% | 0.00% | – |
| Q3 2018 | $63,000 | +5.0% | 1,883 | +0.1% | 0.00% | – |
| Q2 2018 | $60,000 | -6.2% | 1,881 | -8.0% | 0.00% | – |
| Q1 2018 | $64,000 | -1.5% | 2,045 | +0.1% | 0.00% | – |
| Q4 2017 | $65,000 | +6.6% | 2,042 | +0.1% | 0.00% | – |
| Q3 2017 | $61,000 | – | 2,040 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| BALASA DINVERNO & FOLTZ LLC | 2,193,534 | $61,112,000 | 7.67% |
| Sterneck Capital Management, LLC | 149,580 | $4,167,000 | 4.06% |
| Lucia Wealth Services, LLC | 287,913 | $8,021,000 | 3.77% |
| Strategic Wealth Management Group, LLC | 122,547 | $3,414,000 | 3.28% |
| Retirement Planning Group, LLC | 352,240 | $9,813,000 | 2.62% |
| SigFig Wealth Management, LLC | 401,072 | $11,070,000 | 2.36% |
| Stone House Investment Management, LLC | 115,376 | $3,214,000 | 2.03% |
| Smart Money Group LLC | 68,435 | $1,907,000 | 1.98% |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 302,408 | $8,425,000 | 1.80% |
| LifePlan Financial Group, Inc | 96,389 | $2,685,000 | 1.68% |